Heath Brewer is a CFP-designated registered investment advisor at Trumbower Financial Advisors LLC, based in Bethesda, MD, with 12 years of industry experience. Heath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 246 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees may be negotiated. The percentage applicable to implementation of a CFI ladder will not, generally, exceed 0.30% - as long as total assets under management within a household are valued at $1 million or more.
Fee Estimator
Location
3 Bethesda Metro Center, Ste 340, Bethesda, MD, 20814-5330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trumbower Financial Advisors LLC
State Registrations2 states
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